reports
EQS-News: Kapsch TrafficCom AG: Sale of non-core strategic assets.
EQS-News: Kapsch TrafficCom AG / Key word(s): Disposal Kapsch TrafficCom AG: Sale of non-core strategic assets. 02.05.2024 / 10:36 CET/CEST The issuer is solely responsible for the content of this announcement. Sale of non-core strategic assets. Vienna, May 2, 2024 – Kapsch TrafficCom AG has sold assets that are not part of its strategic core business, generating total proceeds of close to EUR 11 million with full realization of variable purchase price components. Kapsch TrafficCom held 42.4% of the shares in Traffic Technology Services, Inc. (TTS), USA, a provider of t...
EQS-News: Kapsch TrafficCom AG: Verkauf von nicht zum strategischen Ke...
EQS-News: Kapsch TrafficCom AG / Schlagwort(e): Verkauf Kapsch TrafficCom AG: Verkauf von nicht zum strategischen Kerngeschäft zählendem Vermögen. 02.05.2024 / 10:36 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Verkauf von nicht zum strategischen Kerngeschäft zählendem Vermögen. Wien, 2. Mai 2024 – Kapsch TrafficCom AG hat Vermögenswerte verkauft, die nicht zum strategischen Kerngeschäft zählen, und erzielt damit einen Erlös von rund EUR 11 Mio. bei voller Realisierung variabler Kaufpreisbestandteile. Kapsch TrafficCom hielt 42,4...
- Research Team
WOOD Daily: SPL PW; PEO PW; PCF PW; EBS AV; OMV AV; BOROUGE UH; SNP RO...
HEADLINES: • Santander Bank Polska: 1Q24 results – 19%+ headline ROE affected only slightly by FX mortgage saga costs • Bank Pekao: 1Q24 results in line with market's expectations NEUTRAL • PCF Group: 4Q23 headlines hit heavily by write-offs, but a more limited EBITDA loss than we had expected NEUTRAL • Erste Bank: 1Q24 results NEUTRAL • OMV: 1Q24 results – chemicals stronger than expected NEUTRAL • Borouge: 1Q24 results – better than expected POSITIVE • OMV Petrom: 1Q24 results NEUTRAL • Garan...
- Research Team
WOOD Daily: ARCLK TI; SIPCHEM AB; KRU PW; EME Macro/Strategy Weekly; T...
HEADLINES: • Arcelik: weak bottom-line performance in 1Q24 NEGATIVE • Sipchem: 1Q24 results – weak net income NEGATIVE • Kruk: issues flash 1Q24 net profit of PLN 338m NEUTRAL • EME Macro/Strategy: macro all-in-one (22-28 April) • Türkiye macro: MPC takes a pause, but hiking cycle not over yet • OTP Bank: CEO Csanyi speaks at AGM on future acquisitions and Russian exposure POSITIVE • Budimex: BXF Energia acquires 60 MW photovoltaic project NEUTRAL • Inter Cars: dividend policy for 2023-25E and p...
- Gabor Bukta
- Szabolcs Pal
CEE Banks – Great opportunities with different risk profiles
The CEE region is expected to deliver a moderate rebound of GDP growth in 2024,following the preceding year’s weak growth, fuelling expectations of sustainable profits inthe banking sector. Inflation is seen to be twin faced in our region, similar to most of the coreeconomies. Even with a diminished potential for much intra-year improvement of the inflationpath in 2024, this inflation provides several CEE central banks more room to cut policy ratesthis year. Lower interest rates are expected to ...
- Research Team
WOOD Daily: JMT PL; CAR PW; MBR PW; SHO PW; TL Macro; UZ Macro; PL Ban...
HEADLINES: • Jeronimo Martins: small beat in 1Q24 NEUTRAL • Inter Cars: 4Q23 net profit in line with prelims, a miss vs. our initial forecasts due to lower gross margin NEUTRAL • Mo-BRUK: 4Q23 earnings call takeaways – supportive 2024E outlook POSITIVE • Shoper: earnings call takeaways – strong April, optimistic on 2024E outlook POSITIVE • Türkiye macro: MPC takes a pause, but hiking cycle not over yet • Uzbekistan macro: CBU keeps rates on hold • Polish banks: Polish Supreme Court reconfirms th...
EQS-News: Mayr-Melnhof Karton AG: MM reports first quarter 2024 result...
EQS-News: Mayr-Melnhof Karton AG / Key word(s): Quarter Results Mayr-Melnhof Karton AG: MM reports first quarter 2024 results 23.04.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. Result below previous year as expected Significant volume growth at MM Board & Paper Continuity at a good level at MM Packaging Weak consumption continues to weigh on end markets Pressure on margins carries on Successful profit & cash protection programme will be continued Sales price development decisive for earnings situation in 2024 Group Key...
EQS-News: Mayr-Melnhof Karton AG: MM veröffentlicht Ergebnisse zum 1. ...
EQS-News: Mayr-Melnhof Karton AG / Schlagwort(e): Quartalsergebnis Mayr-Melnhof Karton AG: MM veröffentlicht Ergebnisse zum 1. Quartal 2024 23.04.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Ergebnis erwartungsgemäß unter Vorjahr Deutlicher Mengenzuwachs bei MM Board & Paper Kontinuität auf gutem Niveau bei MM Packaging Konsumschwäche belastet weiterhin Endmärkte Margendruck hält an Erfolgreiches Profit & Cash Protection-Programm wird fortgesetzt Verkaufspreisentwicklung für Ergebnissituation 2024 entscheidend Ke...
- Research Team
WOOD Daily: KSPI LI; KRU PW; TUPRS TI; TL Banks; SIPCHEM AB; JMT PL; E...
HEADLINES: • Kaspi.kz: 1Q24 highlights Kruk: buys more portfolios in Italy • Tupras: launches USD 256m propylene investment NEUTRAL • Turkish banks: coverage UNDER REVIEW • Sipchem: 1Q24E results preview (due on 25 April) NEUTRAL • Jeronimo Martins: 1Q24E results preview – 11% yoy EBITDA growth expected (due on 26 April, before the open) • Erste Bank: 1Q24E preview (due on 30 April) • BRD-GSG: 1Q24E preview (due on 2 May) NEUTRAL • PKO BP: 1Q24E preview (due on 9 May) • Banca Transilvania: 1Q24E...
KRU KRUK S.A.
EBS ERSTE GROUP BANK AG
CDR CD PROJEKT S.A.
PKO PKO BANK POLSKI S.A.
MIL BANK MILLENNIUM SA
2310 SAHARA INTERNATIONAL PETROCHEMICAL COMPANY
TUPRS TURKIYE PETROL RAFINERILERI A.S.
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
TEN TEN SQUARE GAMES
KSPI KASPI KZ
HUGE HUUUGE
- Research Team
WOOD Daily: LPP - the glass is half full (stays BUY), EUR PW, 11B PW, ...
• LPP: the glass is half full (stays BUY) • Eurocash: 4Q23 beat on costs, profit warning for 1Q24E • 11 bit studios: 4Q23 adjusted EBITDA beats expectations on a solid top line • Polish banks: 2024 contributions to the BFG • MOL: oil production starts on a new platform at ACG field • Ford Otosan: completes the Eurobond book-building process • Kalekim: 2023 IAS 29 results - strong operating results • Lamda: 4Q23 results - a significant step-up in Ellinikon revenues, revaluation gain on existing m...
PEO BANK POLSKA KASA OPIEKI SA
MOL MOL NYRT
PKO PKO BANK POLSKI S.A.
BHW BANK HANDLOWY W WARSZAWIE S.A.
SPL SANTANDER BANK POLSKA SA
BSK ING BANK SLASKI S.A.
LAMDA LAMDA DEVELOPMENT S.A.
LPP LPP S.A.
FROTO FORD OTOMOTIV SANAYI A.S.
EUR EUROCASH S.A.
11B 11 BIT STUDIOS S.A.
ALR ALIOR BANK SA
KLKIM KALEKIM KIMYEVI MADDELER SANAYI VE TICARET AS
- Research Team
WOOD Daily: ALPHA GA; EUROB GA; ETE GA; TPEIR GA; CPS PW; PKN PW; ING ...
HEADLINES: • Greek banks: life after the windfall (Alpha, Eurobank, NBG and Piraeus – transfer of coverage) • Cyfrowy Polsat: key takeaways from the 4Q23 earnings call NEUTRAL • Orlen: announces PLN 1.6bn of probable trading losses NEGATIVE • ING BSK: AGM approves PLN 33.35 DPS NEUTRAL • Public Power Corporation: partners with Mytilineos for 2GW solar portfolio NEUTRAL • InPost: PPF realises option to buy 10% stake • ONE United Properties: founders and others selling up to 9.5% in ABB • PKO BP: ...
EUROB EUROBANK ERGASIAS SERVICES & HOLDINGS SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BSK ING BANK SLASKI S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
TPEIR PIRAEUS BANK SA
ALPHA ALPHA BANK AE
PPC PUBLIC POWER CORPORATION S.A.
CPS CYFROWY POLSAT SA
WPL WIRTUALNA POLSKA HOLDING SA
MONET MONETA MONEY BANK AS
NBGGY NATIONAL BANK OF GREECE S.A. ADS
INPST INPOST S.A.
ONE ONE UNITED PROPERTIES SA
Banca Transilvania Cluj: 1 director
A director at Banca Transilvania Cluj sold 18,000 shares at 27.900RON and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
- Research Team
The Rear-View Mirror – EME markets: mixed market performances in March
EME Equity Market – March 2024 Market performance – mixed performances in March, with the Romanian BET outperforming. The MSCI EM Europe Index declined by 0.3% mom in EUR terms and 0.4% mom in USD in March. The Romanian BET reported the strongest performance, adding 7.1% mom in EUR terms, followed by the Czech PX and the Polish WIG20 (+4.1% and 1.0% mom, in EUR terms, respectively). Greece saw a relatively muted performance (-0.2% mom in EUR terms), while Hungary (-1.1% mom in EUR terms) and Tür...
EUROB EUROBANK ERGASIAS SERVICES & HOLDINGS SA
PEO BANK POLSKA KASA OPIEKI SA
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
EXAE HELLENIC EXCHANGES SA
MOL MOL NYRT
CEZ CEZ AS
ACP ASSECO POLAND SA
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
OMV OMV AG
PKO PKO BANK POLSKI S.A.
ALK ALKALOID AD SKOPJE
BHW BANK HANDLOWY W WARSZAWIE S.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
VER VERBUND AG CLASS A
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
SAR GR. SARANTIS S.A.
LPP LPP S.A.
AKCNS AKCANSA CIMENTO
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
BRISA BRISA-BRIDGESTONE SABANCI LASTIK SANAYI VE TICARET A.S.
CIMSA CIMENTO SANYAI VE TICARET A.S.
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
2310 SAHARA INTERNATIONAL PETROCHEMICAL COMPANY
DOM DOM DEVELOPMENT SA
AEGN AEGEAN AIRLINES SA
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
TKNSA TEKNOSA IC VE DIS TICARET AS
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
LVC LIVECHAT SOFTWARE SA
TBCB TBC BANK JOINT STOCK CO
OTP OTP BANK NYRT
CAR INTER CARS S.A.
ARCLK ARCELIK A.S.
FROTO FORD OTOMOTIV SANAYI A.S.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
ECH ECHO INVESTMENT
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
ALR ALIOR BANK SA
WPL WIRTUALNA POLSKA HOLDING SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
ETEL TELECOM EGYPT
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
DIGI DIGI COMMUNICATIONS NV
DNP DINO POLSKA S.A.
NBGGY NATIONAL BANK OF GREECE S.A. ADS
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
TEL C.N.T.E.E. TRANSELECTRICA
ELSA SOCIETATEA ENERGETICA ELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
GEB BANK OF GEORGIA
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
RICHT RICHTER
ALPHA ALPHA BANK
SFG SPHERA FRANCHISE GROUP SA
ADNOCDIST ADNOC DISTRIBUTION PJSC
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
WINE PURCARI WINERIES PCL
CTPNV KAZMUNAYGAS NC JSC
ONE CTP NV
GPP ONE UNITED PROPERTIES SA
AROBS GRUPA PRACUJ DA
2381 AROBS TRANSILVANIA SOFTWARE SA
9526 ARABIAN DRILLING CO.
4071 JAHEZ INTERNATIONAL CO
H2O ARABIAN CONTRACTING SERVICES CO
7203 HIDROELECTRICA S.A.
AQ ELM CO
AIRA AQUILA PART PROD COM
AIR ASTANA JSC
- Research Team
WOOD Daily: CDR PW; ALARABIA AB; CIMSA TI; TPE PW; ACP PW; RO Energy; ...
HEADLINES: • CD Projekt: 13% beat vs. our 4Q23 EBITDA forecast, on stronger revenues (CP77 IP) POSITIVE • Al Arabia Outdoor Advertising: mixed 4Q23 results NEUTRAL • Cimsa: 2023 financial results review • Tauron: reports 4Q23 EBITDA of PLN 674m , 44% lower qoq, but 83% higher yoy NEUTRAL • Asseco Poland: key takeaways from the 4Q23 earnings call NEUTRAL • Romanian energy: government adopts emergency ordinance, with amended regulations for the energy sector NEUTRAL • Bank of Georgia: receives app...
EQS-News: Mayr-Melnhof Karton AG: Peter Oswald als Vorstandsvorsitzend...
EQS-News: Mayr-Melnhof Karton AG / Schlagwort(e): Personalie Mayr-Melnhof Karton AG: Peter Oswald als Vorstandsvorsitzender und CEO wiederbestellt. Der Vorstand wird um Packaging-Manager Roman Billiani erweitert. (News mit Zusatzmaterial) 28.03.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Der Aufsichtsrat der Mayr-Melnhof Karton AG hat Peter Oswald (61) nach seiner ersten mit 31. März 2025 auslaufenden Funktionsperiode einstimmig als Vorstandsvorsitzenden und CEO bis 31. Mai 2029 wiederbestellt. Gleichzeitig wird der Vo...
EQS-News: Mayr-Melnhof Karton AG: Peter Oswald reappointed as Chairman...
EQS-News: Mayr-Melnhof Karton AG / Key word(s): Personnel Mayr-Melnhof Karton AG: Peter Oswald reappointed as Chairman of the Management Board and CEO. Management Board expanded to include Packaging Manager Roman Billiani. (news with additional features) 28.03.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. The Supervisory Board of Mayr-Melnhof Karton AG has unanimously reappointed Peter Oswald (61) as Chairman of the Management Board and CEO until May 31, 2029 following his first period of office, which expires on March 31, 202...
- Research Team
WOOD Daily: EME Macro/Strategy Weekly; RICHT HB; SNG RO; TBCG LN; TLV ...
HEADLINES: • EME Macro/Strategy: macro all-in-one (18-24 March) • Richter: proposes dividend of HUF 423/share POSITIVE • Romgaz: makes two dividend proposals NEGATIVE • TBC Bank: notes from the Uzbekistan webinar POSITIVE • Banca Transilvania: AGM convocation NEUTRAL • Short News (HUG)
- Research Team
WOOD Daily: AIRA LI; ELM AB; PZU PW; CEZ CP; BFT PW; TKNSA TI; CAI AV;...
HEADLINES: • Air Astana Group: a cash-accretive airline from the heart of Eurasia (BUY - initiation of coverage) • Elm: still a digital champion (stays HOLD) • PZU: reports solid 4Q23; high DPS potential POSITIVE • CEZ: misses on 4Q23 net profit, tepid 2024E guidance NEGATIVE • Benefit Systems: strong 4Q23 beats expectations, but company trims 2024E guidance for card additions abroad NEUTRAL • Teknosa: mixed results in 4Q23 NEGATIVE • CA Immo: 4Q23 – all about the disposals POSITIVE • Brisa: 4Q2...
ACP ASSECO POLAND SA
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
CAI CA IMMOBILIEN ANLAGEN AG
BRISA BRISA-BRIDGESTONE SABANCI LASTIK SANAYI VE TICARET A.S.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
TKNSA TEKNOSA IC VE DIS TICARET AS
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
TPE TAURON POLSKA ENERGIA S.A.
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
ELSA SOCIETATEA ENERGETICA ELECTRICA
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
7203 ELM CO
AIRA AIR ASTANA JSC
EQS-News: Mayr-Melnhof Karton AG: MM Gruppe am CDP Supplier Engagement...
EQS-News: Mayr-Melnhof Karton AG / Schlagwort(e): Nachhaltigkeit Mayr-Melnhof Karton AG: MM Gruppe am CDP Supplier Engagement Leaderboard 20.03.2024 / 12:35 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Basierend auf der Datenerhebung der CDP für 2023 zu Klimawandel („Climate Change“), Forst- und Wassermanagement („Forests“ und „Water Security“) ist die MM Gruppe eines von nur 10 Unternehmen weltweit, die ein „AAA“ erreicht haben. In 2023 wurden über 21.000 Unternehmen bewertet. Das jährliche Supplier Engagement Rating (SER) von CD...
EQS-News: Mayr-Melnhof Karton AG: MM Group on CDP Supplier Engagement ...
EQS-News: Mayr-Melnhof Karton AG / Key word(s): Sustainability Mayr-Melnhof Karton AG: MM Group on CDP Supplier Engagement Leaderboard 20.03.2024 / 12:35 CET/CEST The issuer is solely responsible for the content of this announcement. Based on data reported through CDP’s 2023 Climate Change, Forests and Water Security questionnaires, the MM Group is one of only 10 companies worldwide that achieved a triple ‘A’, out of over 21,000 companies scored in 2023. CDP’s annual Supplier Engagement Rating (SER) evaluates corporate supply chain engagement on climate issues. The highe...
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